Setup Guide
Privacy Notice: When using this report, be aware that it is not intended to be public facing, as it contains PII and small cell sizes that may allow students to be identified.
Prerequisites
Preparing CEDS Data Warehouse
The Significant Disproportionality report uses stored views of data in the Reporting Tables. These views are not standard but can be added to your instance of Generate’s semantic layer easily. This process does not require any server backups.
Generate Significant Disproportionality views were developed to represent the data used for Child Count, Membership, Placement, and Discipline data in C006 and C143 IDEA reports. These files were developed using Generate 11.3 released in early 2024 and they use the same logic for returning the IDEA submission report results. The views contain fact and dimension table ids that are joined with other fact and dimension tables within the data warehouse to return other data elements used within the BI report.
The Required views are:
Description: All students that are enrolled in a school for the report year, are in grades ungraded, 'AE', and PK through 12 and are between the ages 3-21
Fields Returned:
Fact.FactK12StudentCountId
Fact.K12StudentId
Fact.SchoolYearId
Fact.LeaId
LEAs.LeaIdentifierSea
LEAs.LeaIdentifierNces
Fact.RaceId
Fact.IdeaStatusId
Fact.GradeLevelId
Fact.AgeId
1 AS MembershipStudentCount
Adding the Views
Save the provided script views.
Open SQL Management Studio (or similar tool).
Execute the script to add the views to your data warehouse.
If changes are made to field names or values, update the BI tool accordingly.
The logic in these views may need to be changed if the reporting requirements change for how child count, placement, or reports 006 and 143.
Connecting the report to the source
Remember to connect to the VPN if required by your network administrators.
Download the .pbix file from CEDS Collaborative Exchange’s GitHub folder.
The downloaded report contains cached test data. This test data was created by CIID for this report's production and is not intended to represent any actual state data.
Open the .pbix file in Power BI Desktop.
Click "Transform Data" in the home ribbon, then select "Transform Data" again to open Power Query.
In Power Query, the queries contain a list of tables and report measures essential to the report. Each table needs to be pointed to your CEDS Data Warehouse to ensure that the correct source data is used for the report. This includes each of the queries in the following folders:
Identification Tables
Discipline Tables
Placement Tables
Reference Table Tables
Click on each table, and then select the advanced editor.
Update each table's IP Address and Database name in the Advanced Editor. Tables to Update:
RDS ChildCount
RDS Membership
RDS.Placement
RDS.ChildCount_C006
RDS ChildCount_C143
RDS DimLeas
RDS DimRaces
RDS DimPeople
RDS DimSchoolYears
RDS DimGradeLevels
RDS DimAges
Click "Apply" then save the report after each query. Applying and saving after each query will allow you to troubleshoot easier if you run into issues with a single query. After refreshing, the data will be cached in the .pbix file.
Close Power Query.
Distribution
This report includes Student ID numbers and other personally identifiable information (PII) cached in the .pbix file. Ensure it is shared only with authorized individuals. Refer to your SEA’s policies and procedures before sharing.
While the .pbix can be sent to individuals with Power BI Desktop, CIID recommends that this report is distributed with internal state staff through an Online Power BI Workspace. Doing this ensures access can be limited to appropriate individuals, that the report cannot be edited, and provides multiple sharing options, such as embedding into a Teams Channel.
Online Power BI Workspace
Sign into office.com and select Power BI.
Create a new workspace.
Upload the .pbix file to the workspace.
After the report is uploaded in the workspace, the dashboard will be available to use and share by clicking on the .pbix file.
Manage permissions by clicking "Share" and selecting the appropriate individuals.
Type in the name of the person you want to share with. Then click the method you would like to send through.
Refreshing Data
Administrators of the report can refresh the data in different ways:
Desktop .pbix file: Click the refresh button to view updated data.
If this report is being used in the workspace, after refreshing data, then click publish to allow authorized users to view the data.
Online Workspace: Go to the semantic model and click the refresh button.
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